Archive for February, 2017


Wednesday Morning

. . Market Sentiment Watch: Avalanche of economic data and day 2 for Yellen testimony.  In today's post please find comments on FANG (beat and raise (and well above Street) but with higher capex as well), VNOM (beat but guidance below Street), comments on LPI, and some other odds and ends.  Ecodata Watch: We get CPI […]


Tuesday Morning

. . Market Sentiment Watch: All eyes on Yellen as bond market nervously awaits semi annual testimony (fear of a March rate hike is still fairly low as is faith in 3 hikes in 2017).  In today's post please find comments on GPOR (in line, guidance a touch soft, not much to see here), NBL […]


Monday Morning – OPEC

. . Market Sentiment Watch: Busy week on the economic data front and Yellen's testimony may sway markets while invoke tweets of a presidential nature. In energyland earnings being to trickle out a little more quickly this week before the flood of earnings hits over the next two weeks.  In today's post please find comments […]


Wrap – Week Ended 2/10/17

. . Questions and comments under The Wrap will be addressed in the Monday post.  .



. . Market Sentiment Watch: One China policy now back in vogue. In other news, IEA reports  record compliance (90%) with OPEC quotas and is boosting its view of 2017 demand.  In today's post please find the natural gas inventory report (uneventful and we remain ontrack for a trough storage range), selected country oil graphs […]

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